AI Buyer Insights:

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Michelin, an e2open customer evaluated Oracle Transportation Management

Balentine
Location
3344 Peachtree Rd Ne # 2200,
Atlanta, 30326, GA,
United States
Website
https://www.balentine.com/
Phone
1 404-537-4800
Artw industry
Banking and Financial Services
Employee
Revenue

Balentine Technographics

Balentine Technographics, Software Purchases, AI and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Balentine and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 10 Balentine employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that Balentine has purchased the following applications: Zoom for Audio Video and Web Conferencing in 2022, HubSpot Ads for Digital Advertising Platform in 2021, Vanilla Estate Advisory Platform for Portfolio and Investment Performance and Planning in 2023 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems Balentine is running and its propensity to invest more and deepen its relationship with Zoom Video Communications , Microsoft , Salesforce or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.

We have been analyzing Balentine revenues, which have grown to $1.0 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for Balentine intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.

Balentine Tech Stack and Enterprise Applications

Balentine Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Zoom Video Communications Legacy Zoom Audio Video and Web Conferencing Collaboration n/a 2022 2022
Collaboration Collaboration 2020 2020
Collaboration Collaboration 2022 2022
Balentine CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
HubSpot Legacy HubSpot Ads Digital Advertising Platform CRM n/a 2021 2021
Marketing Automation CRM 2021 2021
Sales Automation, CRM, Sales Engagement CRM 2021 2021
Tag Management CRM 2018 2018
Balentine Investment Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Vanilla Technologies Legacy Vanilla Estate Advisory Platform Portfolio and Investment Performance and Planning Investment Management n/a 2023 2023
In 2023 Balentine deployed Vanilla Estate Advisory Platform to strengthen estate-planning conversations and prospecting within its financial planning and legacy services in the United States. The deployment aligns with the Portfolio and Investment Performance and Planning category and was positioned as a client-facing estate analysis tool for advisors. Balentine implemented estate overviews, visualizations, and waterfall analyses within the Vanilla Estate Advisory Platform to identify tax and liquidity gaps during client reviews. The Vanilla Estate Advisory Platform's visualization and waterfall analysis capabilities were used to produce visual deliverables that advisors incorporated into planning workflows. Operational scope targeted Balentine's advisory and wealth planning activities across the United States, with the platform used in prospecting sequences and ongoing client meetings. Business functions impacted included financial planning, legacy services, and relationship management, supporting both client acquisition and the deepening of existing client relationships. Rollout emphasized embedding estate visualizations into advisor-facing meeting materials and prospecting touchpoints, enabling advisors to surface tax and liquidity gaps during conversations. According to Balentine's customer story published May 15, 2023, the firm used Vanilla to win new clients and deepen relationships, an explicit outcome tied to the implementation.
Balentine IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2020 2020
Application Hosting and Computing Services IaaS 2023 2023
Content Delivery Network IaaS 2022 2022
Content Delivery Network IaaS 2021 2021
Content Delivery Network IaaS 2022 2022
Balentine CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Secure Email Gateways (SEGs), Archive as a Service (AaaS) CyberSecurity 2020 2020

IT Decision Makers and Key Stakeholders at Balentine

First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by Balentine Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Balentine IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Balentine digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Balentine Technographics
Balentine is a Banking and Financial Services organization based in United States, with around 10 employees and annual revenues of $1.0 million.
Balentine operates a diverse technology stack with applications such as Zoom, HubSpot Ads and Vanilla Estate Advisory Platform, covering areas like Audio Video and Web Conferencing, Digital Advertising Platform and Portfolio and Investment Performance and Planning.
Balentine has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Zoom Video Communications, HubSpot and Vanilla Technologies.
Balentine recently adopted applications including Vanilla Estate Advisory Platform in 2023, Amazon EC2 in 2023 and Zoom in 2022, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Balentine’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Balentine’s profile with verified software purchases, vendor relationships, and digital initiatives identified from public and proprietary sources.
Subscribe to APPS RUN THE WORLD to access the complete Balentine technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.